Purchases and Sales Made in Q4 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE HIGH DIVIDEND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-691- 17.7% |
$76.6K - $83.8K
|
3.21K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 4.28% |
$77.6K - $84.9K
|
15.7K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-722- 14.69% |
$80K - $87.6K
|
4.19K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-726- 5.22% |
$80.5K - $88K
|
13.2K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-798- 17.55% |
$88.4K - $96.8K
|
3.75K
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-804- 0.3% |
$89.1K - $97.5K
|
271K
$31.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-807- 3.49% |
$89.4K - $97.9K
|
22.3K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-815- 17.23% |
$90.3K - $98.8K
|
3.92K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-828- 14.1% |
$91.8K - $100K
|
5.05K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-856- 3.06% |
$94.9K - $104K
|
27.1K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-888- 32.05% |
$98.4K - $108K
|
1.88K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-915- 17.9% |
$101K - $111K
|
4.2K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-922- 14.43% |
$102K - $112K
|
5.47K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-924- 17.2% |
$102K - $112K
|
4.45K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-926- 55.85% |
$103K - $112K
|
732
$85.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-931- 11.75% |
$103K - $113K
|
6.99K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-962- 8.13% |
$107K - $117K
|
10.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-997- 8.83% |
$110K - $121K
|
10.3K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-998- 15.89% |
$111K - $121K
|
5.28K
$614K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 1.08% |
$113K - $124K
|
93K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 36.16% |
$116K - $127K
|
1.85K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.06K- 32.3% |
$117K - $129K
|
2.22K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.07K- 42.95% |
$118K - $129K
|
1.42K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.16K- 10.65% |
$128K - $140K
|
9.71K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 34.22% |
$132K - $144K
|
2.29K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 39.57% |
$139K - $152K
|
1.92K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.26K- 26.82% |
$139K - $153K
|
3.43K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 1.43% |
$143K - $156K
|
88.7K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.33K- 0.36% |
$147K - $161K
|
371K
$43.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 7.09% |
$148K - $162K
|
17.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 36.01% |
$148K - $163K
|
2.38K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.34K- 5.38% |
$149K - $163K
|
23.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.35K- 1.8% |
$150K - $164K
|
73.6K
$8.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.45K- 4.06% |
$161K - $176K
|
34.3K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 26.83% |
$168K - $184K
|
4.13K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.53K- 16.8% |
$169K - $185K
|
7.56K
$879K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.54K- 9.16% |
$170K - $186K
|
15.2K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 32.89% |
$172K - $188K
|
3.16K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.57K- 10.98% |
$174K - $190K
|
12.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 10.59% |
$177K - $194K
|
13.5K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 18.74% |
$181K - $198K
|
7.09K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.66K- 1.58% |
$183K - $201K
|
103K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.66K- 7.99% |
$184K - $201K
|
19.1K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.69K- 11.22% |
$187K - $204K
|
13.3K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.76K- 15.03% |
$195K - $213K
|
9.93K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.86K- 6.18% |
$206K - $225K
|
28.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 50.35% |
$206K - $225K
|
1.83K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.92K- 23.71% |
$213K - $233K
|
6.19K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 10.93% |
$221K - $242K
|
16.2K
$1.89M
|